THE CHARITIES ADVISORY TRUST
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Next accounts due
2027-03-31 (in 10mo)
Last filed for 2025-06-30
Confirmation statement due
2026-12-14 (in 7mo)
Last made up 2025-11-30
Watchouts
Cash
£1M
+171.4% vs 2024
Net assets
£3M
-1.5% vs 2024
Employees
3
-25% vs 2024
Profit before tax
—
Period ending 2025-06-30
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
3 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
-
1 PSC ceased in last 24 months
Significant control changed hands — see the Ownership section.
Name history
Renamed 1 time since incorporation
- THE CHARITIES ADVISORY TRUST 1994-07-29 → present
- YIELDGROWTH LIMITED 1994-02-08 → 1994-07-29
Net assets
2-year trend · vs Health Care median
Accounts
2-year trend · latest reflected 2025-06-30
| Metric | Trend | 2024-06-30 | 2025-06-30 |
|---|---|---|---|
| Turnover | £39,083 | £32,380 | |
| Operating profit | — | — | |
| Profit before tax | — | — | |
| Net profit | -£58,270 | -£38,902 | |
| Cash | £368,523 | £1,000,193 | |
| Total assets less current liabilities | £2,570,929 | £2,532,027 | |
| Net assets | £2,570,929 | £2,532,027 | |
| Equity | £2,570,929 | £2,532,027 | |
| Average employees | 4 | 3 | |
| Wages | £202,423 | £157,661 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-06-30 | 2025-06-30 |
|---|---|---|---|
| Net margin | -149.1% | -120.1% | |
| Gearing (liabilities / total assets) | 4.3% | 5.7% | |
| Current ratio | 5.66x | 8.47x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Knox Cropper LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In preparing the accounts, the Trustees have considered the Charity's financial position, income prospects, expenditure commitments and available reserves. On this basis, they have concluded that it is appropriate to prepare the accounts on a going concern basis.”
Group structure
- THE CHARITIES ADVISORY TRUST · parent
- Greenway Hotels Private Limited
Significant events
- “Dame Hilary Blume retired as Director in March 2025 after many years of dedicated leadership.”
- “The Trustees appointed David Russell as Director, succeeding Dame Hilary Blume.”
- “A new website was launched at www.knitforpace.og.uk for Knit for Peace.”
- “Trustees approved investment in the redevelopment of the Good Gifts digital platform.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
4 active · 11 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| JN MARIE, Avril Anita | Secretary | 2025-06-03 | — | — |
| DUNN, Rowena Elizabeth | Director | 2018-10-15 | May 1960 | British |
| FONTANO, Sandra | Director | 2025-12-02 | Apr 1980 | British |
| RUSSELL, David William | Director | 2014-07-17 | Jul 1977 | British |
Show 11 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BLUME, Hilary Sharon Braverman, Dame | Secretary | 1994-03-24 | 2025-06-03 |
| SWIFT INCORPORATIONS LIMITED | Corporate Nominee Secretary | 1994-02-08 | 1994-03-24 |
| BHASIN, Brij Bhushan | Director | 2014-07-17 | 2021-11-04 |
| BLUME, Hilary Sharon Braverman, Dame | Director | 2009-10-01 | 2025-06-20 |
| DENNIS, Carolyne Jenifer, Dr | Director | 1994-03-24 | 2014-07-17 |
| HOLMAN, Robert | Director | 1994-03-24 | 2007-11-20 |
| MACTAVISH MOHAMED, Leila | Director | 2014-07-17 | 2025-12-02 |
| NAVARI, Cornelia, Dr | Director | 1994-03-24 | 2018-10-15 |
| PENSO, Dawn Stephanie | Director | 1996-07-17 | 2014-07-22 |
| INSTANT COMPANIES LIMITED | Corporate Nominee Director | 1994-02-08 | 1994-03-24 |
| SWIFT INCORPORATIONS LIMITED | Corporate Nominee Director | 1994-02-08 | 1994-03-24 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Sandra Fontano | Individual | voting-rights-25-to-50-percent-as-trust | 2025-12-02 | Active |
| Ms Leila Mactavish Mohamed | Individual | Voting 25–50% | 2022-01-10 | Ceased 2025-12-02 |
| Rowena Elizabeth Dunn | Individual | Voting 25–50% | 2022-01-10 | Active |
| Mr David William Russell | Individual | Voting 25–50% | 2022-01-10 | Active |
Filing timeline
Last 20 of 104 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-29 | AA | accounts | Accounts with accounts type full | |
| 2025-12-17 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-12-12 | AP01 | officers | Appoint person director company with name date | |
| 2025-12-10 | TM01 | officers | Termination director company with name termination date | |
| 2025-12-10 | PSC04 | persons-with-significant-control | Change to a person with significant control | |
| 2025-12-09 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-12-09 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2025-06-20 | TM01 | officers | Termination director company with name termination date | |
| 2025-06-04 | AP03 | officers | Appoint person secretary company with name date | |
| 2025-06-04 | TM02 | officers | Termination secretary company with name termination date | |
| 2025-04-22 | AA | accounts | Accounts with accounts type full | |
| 2025-01-06 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-04-08 | AA | accounts | Accounts with accounts type small | |
| 2024-01-03 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-05-16 | AA | accounts | Accounts with accounts type small | |
| 2022-12-14 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-04-04 | AA | accounts | Accounts with accounts type small | |
| 2022-01-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-01-11 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2022-01-11 | PSC01 | persons-with-significant-control | Notification of a person with significant control |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 10
- Capital events
- 0
- Officers appointed
- 2
- Officers resigned
- 3
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2024 → FY2025 · period ending 2025-06-30 vs 2024-06-30
-
Turnover
-17.2%
£39,083 £32,380
-
Cash
+171.4%
£368,523 £1,000,193
-
Net assets
-1.5%
£2,570,929 £2,532,027
-
Employees
-25%
4 3
-
Wages
-22.1%
£202,423 £157,661
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers